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Sentiment · FY2026 Q2
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We established a strategic collaboration with Goldman Sachs, to pursue opportunities in wealth and retirement through co-developed public-private offerings and advice solutions.”
T. Rowe Price formed a strategic wealth/retirement collaboration with Goldman Sachs, including co-branded model portfolios on Goldman's platform, a partnership read-through for GS.
“During the quarter, we signed Goldman Sachs as a new Nasdaq Verafin client. This cross-sell for our consortium-based payments fraud solution expands Nasdaq's relationship with the bank, demonstrating the strength of our One Nasdaq strategy.”
Goldman Sachs signed as a new enterprise Verafin (anti-financial-crime) client, a read-through that a Tier 1 bank is adopting Nasdaq's consortium-based payments fraud technology.
“You saw the recent launch with Goldman Sachs Asset Management of the Private Equity Tracker Fund”
Goldman Sachs Asset Management licensed MSCI's private-equity database to launch a Private Equity Tracker Fund, an example of MSCI monetizing data with a large asset manager.
“I'd like to spend a few minutes on our strategic collaboration with Goldman Sachs, a collaboration that aims to deliver a range of diversified public and private market solutions designed for the unique needs of retirement and wealth investors.”
T. Rowe Price details a strategic collaboration with Goldman Sachs to deliver co-branded public and private market retirement and wealth solutions, with Goldman as adviser on model portfolios and a contributor of alternatives.
“are adding mega-cap bank clients like Morgan Stanley and Goldman Sachs”
Goldman Sachs is cited as a new mega-cap bank client, signaling enterprise financial-services AI adoption on CoreWeave.
“we fund our books, our credit books in Mexico and Brazil mostly with warehouse facilities, which are funded by large banks, JP Morgan, Goldman Sachs and Citibank.”
MercadoLibre funds its Mexico and Brazil credit books through warehouse facilities provided by Goldman Sachs, among other large banks.
“what we're dealing with is competing with very large established banks—Goldman Sachs, Morgan Stanley.”
IBKR's CEO names Goldman Sachs as one of the large, established bulge-bracket banks it competes against for prime brokerage and hedge fund clients.
“We're working closely with Anthropic and all of our security vendors to kind of harness frontier capabilities”
Goldman is working closely with Anthropic among its security vendors to harness frontier AI model capabilities for cyber resilience, a read-through on Anthropic as an enterprise AI vendor to a major bank.
“reflecting the move of the Apple portfolio to held for sale”
Goldman is moving the Apple (Apple Card) portfolio to held for sale, a read-through that Goldman is winding down its consumer partnership with Apple.
“we feel very, very good about the decisions we've made on both the partnership with T. Rowe and the 2 acquisitions”
Goldman highlights its partnership with T. Rowe Price alongside two acquisitions, a read-through on a T. Rowe Price strategic partnership.
“We are pleased to have closed the acquisition of Innovator in the second quarter, which adds an additional $31 billion in assets under supervision”
Goldman acquired ETF provider Innovator, adding $31B in AUS and vaulting into the top 10 active ETF providers, a read-through that Innovator was absorbed by Goldman AWM.
“This includes the announced $43 billion merger of Unilever's food business with McCormick, [ Sysco's ] $29 billion acquisition of Jetro Restaurant Depot and Cortera Energy's $26 billion sale to Devon Energy.”
Goldman advised on a $26B energy transaction in which Devon Energy is the acquirer, a read-through on Devon Energy's large-scale M&A.
“This includes the announced $43 billion merger of Unilever's food business with McCormick, [ Sysco's ] $29 billion acquisition of Jetro Restaurant Depot and Cortera Energy's $26 billion sale to Devon Energy.”
Goldman advised on Sysco's $29B acquisition of Jetro Restaurant Depot, a read-through on major Sysco M&A/consolidation in foodservice distribution.
“This includes the announced $43 billion merger of Unilever's food business with McCormick, [ Sysco's ] $29 billion acquisition of Jetro Restaurant Depot and Cortera Energy's $26 billion sale to Devon Energy.”
Goldman advised on Unilever combining its food business with McCormick in a $43B deal, a read-through that Unilever is divesting/spinning its food unit.
“This includes the announced $43 billion merger of Unilever's food business with McCormick, [ Sysco's ] $29 billion acquisition of Jetro Restaurant Depot and Cortera Energy's $26 billion sale to Devon Energy.”
Goldman advised on the announced $43B merger of Unilever's food business with McCormick, a read-through on a large-scale McCormick M&A transaction.
“Most recently, we announced the acquisition of Innovator, which significantly scales our businesses to be in the top 10 of active ETF providers globally, particularly in the fast-growing outcome-based ETF segment.”
Goldman Sachs is acquiring Innovator to scale its active/outcome-based ETF business into the global top 10.
“We recently closed the acquisition of Industry Ventures, a venture capital platform”
Goldman Sachs acquired venture-capital platform Industry Ventures to add technology-investment capability to its secondaries franchise.
“And we've won significant global mandates this year from firms, including Eli Lilly and Shell.”
Goldman Sachs won a significant outsourced-CIO/solutions mandate from Shell, a read-through that Shell is outsourcing investment management.
“And we've won significant global mandates this year from firms, including Eli Lilly and Shell.”
Goldman Sachs won a significant outsourced-CIO/solutions mandate from Eli Lilly, a read-through that Lilly is outsourcing investment management.
Goldman Sachs posted first-quarter net revenues of $15.1 billion with equities achieving a record $4.2 billion, up 27% year-over-year on elevated client hedging and intermediation activity. FICC revenues declined 6% to $4.4 billion as rates normalization offset strength in commodities, while investment banking fees fell 8% amid deal-closing delays from tariff uncertainty. AWM assets under supervision reached $3.4 trillion with record management fees, and the firm maintained its pace of returning over 50% of earnings to shareholders.
Capital Allocation | Revenue Growth | Margin | Competitive Dynamics | Regulation Policy | Demand | M&A | Macroeconomic | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 6 | 4 | 5 | 2 | 3 | 1 | 2 |
| 2025Q1 | 9 | 6 | 7 | 6 | 2 | 5 | 3 | |
| 2025Q2 | 11 | 3 | 5 | 5 | 6 | 2 | 2 | 1 |
| 2025Q3 | 5 | 6 | 6 | 5 | 2 | 3 | 1 | |
| 2025Q4 | 3 | 7 | 8 | 3 | 4 | 6 | 1 | 2 |
| 2026Q1 | 11 | 7 | 2 | 6 | 4 | 1 | 6 | 3 |
| 2026Q2 | 4 | 4 | 1 | 2 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|---|
| Capital Allocation | 4 | 9 | 11 | 5 | 3 | 11 | 4 |
| Revenue Growth | 6 | 6 | 3 | 6 | 7 | 7 | 4 |
| Margin | 4 | 7 | 5 | 6 | 8 | 2 | 1 |
| Competitive Dynamics | 5 | 6 | 5 | 5 | 3 | 6 | 2 |
| Regulation Policy | 2 | 2 | 6 | 2 | 4 | 4 | 1 |
| Demand | 3 | 5 | 2 | 3 | 6 | 1 | |
| M&A | 1 | 2 | 1 | 1 | 6 | 1 | |
| Macroeconomic | 2 | 3 | 1 | 2 | 3 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Ebrahim Poonawala | Bank of America | 14 (14%) |
| Gerard Cassidy | RBC Capital Markets | 12 (0%) |
| Mike Mayo | Wells Fargo | 12 (17%) |
| Glenn Schorr | Evercore ISI | 12 (0%) |
| Dan Fannon | Jefferies | 11 (0%) |
| Devin Ryan | Citizens JMP Securities | 11 (0%) |
| Betsy Graseck | Morgan Stanley | 10 (0%) |
| Steve Chubak | Wolfe Research | 8 (0%) |
| Brennan Hawken | BMO Capital Markets | 8 (13%) |
| Christian Bolu | Autonomous Research | 8 (50%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bank of America | 1 | 14 (14%) |
| Morgan Stanley | 2 | 13 (0%) |
| RBC Capital Markets | 1 | 12 (0%) |
| Wells Fargo | 1 |
| 12 (17%) |
| Evercore ISI | 1 | 12 (0%) |
| Jefferies | 1 | 11 (0%) |
| Citizens JMP Securities | 1 | 11 (0%) |
| UBS | 2 | 9 (11%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
GS The Goldman Sachs Group, Inc. | 9 | +22.9% | |
| HOOD Robinhood Markets, Inc. | 8 | +15.1% | |
| MS Morgan Stanley | 9 | +18.8% | |
| RIOT Riot Platforms, Inc. | 6 | +3.6% | |
| RJF Raymond James Financial | 7 | +12.4% | |
| SCHW Charles Schwab Corporation | 9 | +9.8% |